Schedule an Appointment

The IRA Brokerage team is prepared to assist you with your pre-sale design, application underwriting and post-sale transactions.  Our case managers are accustomed to providing fast and accurate service in a proactive manner to help manage you and your clients’ expectations.  As our customer, you will receive weekly status reports on each policy application detailing outstanding underwriting/delivery requirements and questions from the carrier.   A workforce to be reckoned with, we are not afraid to dispute a subpar offer made by an underwriter.  We fight for all our cases and in most cases we win.

Charlotte Fasick

Matt Dymond

Matt Jackson

Patrick Jackson